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Oakley Capital Limited

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Oakley Capital is an independent, pan-European focussed private equity firm that specialises in control investments in high-potential, high-growth, mid-market companies operating in Western Europe.

Oakley has developed deep sector expertise and a wide network through successful investments in companies operating in technology, media and telecommunications (“TMT”), consumer and education sectors - sectors which we believe have a low inherent ESG risk.

Oakley is typically the first financial investor in its portfolio companies and supports them in the transition from entrepreneurial ownership to businesses with scaleable and sustainable operations.

Oakley invests in emerging leaders in high-growth sectors. These often involve successful businesses that have grown rapidly under the ownership of their founder(s) but need investment and support to achieve their next phase of organic growth. This may include building out the finance function and operational team, which are often weaker in younger companies, or investing in IT and head office functions to create a sustainable platform for growth.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

Principles: 

Promote compliance with relevant laws and regulations by portfolio companies;
Integrate ESG considerations into all stages of the deal cycle – from due diligence throughout the period of ownership, to exit;
Pursue alignment, in our RI approach, with the BVCA RI Guidelines, and other industry good practice as it develops;
Promote the respect, by Oakley and any fund investee companies, of fundamental human rights;
Avoid bribery or corruption in any of the Oakley and any fund investee companies’ dealings;
Encourage investee companies to consider and mitigate the ESG impacts of their operations;
Avoid investment in specific sectors which we, or our investors, consider especially sensitive from an ESG or ethical viewpoint;
Seek continuous improvement in RI techniques and ESG performance at Oakley and our investee companies; and
Report annually on Oakley's RI practices via the PRI reporting process and make information about our RI approach available on our website.  

01.6. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]

Oakley Capital believes that Responsible Investment (RI) is important to protect and create long-term investment value, beyond the standard drivers of compliance and risk management. Oakley recognises that our investee companies will have, to varying degrees, environmental, social and governance (ESG) impacts. Oakley will therefore work together with its investee companies (both pre- and post-investment) to identify and apply good practice with regard to managing ESG matters, so as to ensure that RI is at the core of Oakley’s activities.


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Oakley takes all reasonable steps to identify conflicts of interest between the Group (including Senior Management, Oakley Employees and any person directly or indirectly linked to us by control) and any Client, that arises or may arise in the course of providing any service to Clients and in the course of carrying on regulated activities or ancillary services.

The Compliance Team has identified and documented the key conflicts (actual and potential) faced by Oakley in its day-to-day business in the Conflicts Inventory as set out in the Conflicts of Interest policy below. This inventory is reviewed annually and updated when a new conflict is identified, with a report provided to the Board of Directors.

Oakley will take appropriate measures to mitigate and manage any realised conflict in a manner that seeks to ensure that the Group act in the best interests of the Client(s).

Oakley takes all reasonable steps to avoid conflicts of interest and, when they cannot be avoided, to identify, manage and monitor and, where applicable, disclose, those conflicts of interest in order to prevent them from adversely affecting the interests and to ensure that the Clients are fairly treated.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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